Plan Ledger DOL Form 5500 · updated monthly

Lee Kum Kee (USA) Inc., - L.A.401(k)

LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN · CITY OF INDUSTRY, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Lee Kum Kee (USA) Inc., - L.A. reported $148,560 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,727 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.33% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,651st-largest of 9,483 plans among California employers on file, and the 742nd of 4,246 in wholesale trade. In 2024, employees put in $2.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$54,602,760
Participants with balances509
Active participants496
Employer contributions$1,352,578
Employee contributions$3,339,826
Employer contribution per active participant$2,727
Average account balance$107,275
Benefits paid to participants$3,013,292
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54.6M · 509 accts · $1.4M emplr
2023$46.0M · 495 accts · $1.2M emplr
2022$37.7M · 462 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$148,560
Total administrative$148,560
The Lee Kum Kee (USA) Inc., - L.A. 401(k) match · 2024
Employer contribution per active participant$2,727
Median for plans this size$3,635
2024$2,727 per active participant
2023$2,318 per active participant
2022$2,393 per active participant

Lee Kum Kee (USA) Inc., - L.A.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$148,559
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$148,560 · 0.30%
2023$137,135 · 0.33%
2022$133,213 · 0.33%
Same employer
Similar plansWholesale Trade · California
Rodan & Fields Beauty, LLC CA$55.1M · 0.28%
Metagenics LLC CA$55.1M · 0.21%
Sunrider International CA$54.7M · 0.01%
Emser Tile, LLC CA$54.3M · 0.34%
Lyons Magnus, LLC CA$54.0M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953848577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.